2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher

2 for 1PeopleSoft Connected Query

and XML Publisher/BI Publisher

Session Number: 14023

Michael Stutz(360) 757-2251

[email protected]

Presenter: Michael Stutz

Independent PeopleSoft ConsultantMostly Technical with some FunctionalPrimary Focus on HCM and Campus Solutions25+ years of IT industry experience20 years of PeopleSoft consulting experiencePeopleSoft v.2.11 – v.9.2Lost Track of the number of PeopleSoft Projects I’ve been onHere to network . . . . . . and to share.

Michael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company

Agenda

The Basics of Connected QueryHow to use Connected QueryConnected Query – Step-by-stepWhat is XML?The Basics of XML PublisherUsing Connected Query with XML Publisher


The Basics of Connected Query


PeopleSoft Query and Connected Query

The PeopleSoft Query tool interacts with and is a key component of . . .

XML Publisher

Application Engine

Workflow

Security



• Query on Steroids HierarchyAdds the element of Hierarchy to Query

• Ability to use as an XML SourceAllows complex data input for XML Publisher with a GUI type

creation mechanism

• Why the new tool? Query alone didn’t quite cut it, especially for Hierarchical

Reporting

Part of “migration” from Crystal Reports to XML Publisher



• Parent QueryA parent query in a connected query is a query that has one or many child queries. The top level query in a connected query is the parent query.

• Child QueryA child query in a connected query is a query that has a single parent query. A child query can also serve as a parent query if it has one or more child queries in the Connected Query definition. A child query can have one or more sibling queries.



• Sibling QueryA sibling query in a connected query is a child query that shares a parent with another child query

• Mapping Query FieldsMapping query fields establishes the filtering relationship between values of selected fields in a child query and the corresponding fields in the parent query.



• EXAMPLE – Parent Query

Person Name

• EXAMPLE – Child Query

Person’s Phone Numbers

• EXAMPLE – Sibling (also a child) Query

Person’s eMail Addresses




Keys and Foreign Key

Pieces of data (fields) that define the relationship between Parent information and Child information

EXAMPLE: Employee ID


When to use a Connected Query As a Data Source for XML Publisher

As a Data Source for other XML

When your adhoc reports need Hierarchy

(and you don’t want to bother IT for it)


How to use Connected Query



• Connected Query Quick Start

• Connected Query Manager

• Connected Query Viewer

• Schedule Connected Query



Connected Query Quick Start








How to use Connected

Query



How to use Connected

Query






Connected Query Manager

Insert a new query as a child of the selected query.

Insert a new query as a sibling of the selected query.

Delete a selected query.

Open a related field selection section.

Open a selected query in Query Manager in read-only mode.


Connected Query – Step-by-step



1. Select Reporting Tools, Connected Query, Connected Query Manager

2. Select the Add a New Value tab.

3. Enter a name in the Connected Query field.

4. Define query ownership using the Public check box.

5. Select the status of the connected query using the Status drop-down list box.



6. Optionally, enter description and comments for the connected query using the Description and Comments fields.

7. Select a parent query using the Parent Query field.

8. Optionally, click the View Query button to view the selected query.

9. Optionally, continue building your connected query by adding child queries, linking fields between parent and child queries, and so on.

10. Save your connected query.


What is XML?


HTML: XML’s First Cousin• Hypertext Markup Language

• Hypertext is text displayed on a computer or other electronic device with references (hyperlinks) to other text that the reader can immediately access

• Uses “<“, “>”, “/”, and a few other characters to designate code

<html><head>The Hello World Page</head><body>Hello World</body></html>

What is XML?


•Extensible:Capable of Extension. Expandable. Able to Grow.

•MarkupAdd comments using writing or marking. Annotate.

•LanguageSystem of complex communication.

•Put it all together and what do you have?An expandable system for describing and annotating information in a way that both contains the information but is also distinguishable from the information itself.

What is in a Name?


What is XML?

Tearing XML apart<?xml version="1.0" ?>

<query numrows="10" queryname="Z_SAMPLE_EMPLID_XML" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="">

<row rownumber="1"> <EMPLID> 12345678901 </EMPLID> <NAME> Michael Stutz </NAME> <ADDRESS1> 12582 Eagle Drive </ADDRESS1> <CITY> Burlington </CITY> <STATE> WA </STATE> <POSTAL> 98233 </POSTAL> </row><row rownumber="2"> <EMPLID> 12345678902 </EMPLID> <NAME> Jimmy Joe "Jimbob" Jordan </NAME> <ADDRESS1> 500 Bubba Lane </ADDRESS1> <CITY> Croc Creek </CITY> <STATE> Alabama </STATE> <POSTAL> 24123 </POSTAL> </row>. . . . . . . more data . . . . . . . </query>


What is XML?



. . . . . . . data . . . . . . .

</query>


What is XML?

Tearing XML apart<row rownumber="1"> <EMPLID> 12345678901 </EMPLID> <NAME> Michael Stutz </NAME> <ADDRESS1>12582 Eagle Drive </ADDRESS1> <CITY> Burlington </CITY> <STATE> WA </STATE> <POSTAL> 98233 </POSTAL> </row><row rownumber="2"> <EMPLID> 12345678902 </EMPLID> <NAME> Jimmy Joe "Jimbob" Jordan </NAME> <ADDRESS1> 500 Bubba Lane </ADDRESS1> <CITY> Croc Creek </CITY> <STATE> Alabama </STATE> <POSTAL> 24123 </POSTAL> </row>


What is XML?



<row rownumber="1"> <EMPLID> 12345678901 </EMPLID> <NAME> Michael Stutz </NAME> <ADDRESS1> 12582 Eagle Drive </ADDRESS1> <CITY> Burlington </CITY> <STATE> WA </STATE> <POSTAL> 98233 </POSTAL> </row><row rownumber="2"> <EMPLID> 12345678902 </EMPLID> <NAME> Jimmy Joe "Jimbob" Jordan </NAME> <ADDRESS1> 500 Bubba Lane </ADDRESS1> <CITY> Croc Creek </CITY> <STATE> Alabama </STATE> <POSTAL> 24123 </POSTAL> </row>. . . . . . . more data . . . . . . . </query>


What is XML?

•WSDL**•WSIL**•SOAP**•AJAX**•Pagelets

•PeopleSoft Integration Broker •PeopleSoft Application Designer•PeopleSoft Query•PeopleSoft Connected Query•XML Publisher

Here is where we find XML . . .

** More of a general IT application for XML and although it may be used in and/or by PeopleSoft applications, the technology is not specific to PeopleSoft


What is XML?

AJAXAsynchronusJavascript andXML

Pagelet Definition and Rendering


What is XML?

The Basics of XML Publisher


XML Publisher• Deals with the intricacies of XML• Allows you to set up and work with

templates• Associates your XML with data sources• Integrates with

• PeopleSoft Query

• PeopleCode

• Application Engine



PeopleSoft XML Publisher

Steps required to put together an XML Publisher report

• Install XML Publisher Plug-in

• Create / Register Data Source

• Create / Upload Report Template

• Define XML Publisher Report

• Run XML Publisher Report



PeopleSoft XML Publisher Flow



Setup XML Publisher(ONE TIME SHOT PER COMPUTER)


PeopleSoft XML Publisher has multiple components. One of the key components is a “Plug-in” to Microsoft Word

• PeopleSoft environment must be PeopleTools v8.48 or

greater

• Your desktop computer must have already installed:

• Java Runtime Environment (JRE) v1.4 or

later

• Microsoft .net v2.0 or later

• Microsoft Word version 2000 or laterMichael Stutz - (360)757-2251 - [email protected] - Michael Stutz Consulting Company


Download and InstallMicrosoft Word Plug-in

From PeopleSoft



Install XML Publisher Plug-in


• Download the “plug-in” from the link provided inside of the PeopleSoft application

• Unzip the downloaded file



• Run the unzipped file

• Follow the instructions on the installation screens




• Complete installation

• Open Microsoft Word to see the results



Create / Register Data Source


Data Sources

• Query (Easiest)• Connected Query• XML File• XMLDoc (Pre-PeopleTools 8.5)• Rowset (Pre-PeopleTools 8.5)


The Basics of XML PublisherPeopleSoft XML Publisher Flow


Create / Register Data SourceThe Basics of XML Publisher

Remember these links for the next step . . .


Create / Upload Report Template


Using Microsoft Word, create and save a document in the .rtf (Rich Text Format) format

Use the PeopleSoft delivered Microsoft Word Plug-in functionality to create your template

Save the file in a location where you can find and upload it into the PeopleSoft application later in the process



Sample Data(From Data Source)





.rtf (Rich Text Format) file you create in Word




.rtf (Rich Text Format) file you create in Word


Define XML Publisher Report


In the PeopleSoft system, you will create an XML Publisher Report Definition.




Define XML

Publisher Report


Setup in PeopleSoft Application

Ties the Source and the Template Together







Reporting Tools > XML Publisher > Report Definition > Template


Define XML Publisher Report






Run XML Publisher ReportThe Basics of XML Publisher




XML Publisher - what is it good for?


• Fancy Reports• Graphs based on data• Graphics• Mail Merge

• Data Complex Reports• Hierarchical• Multiple pieces of disconnected information


How complex can it get?

VERY


PeopleCode hooks provide connection to:

• Application Engines• Workflow• eMail• Integration Broker


Using Connected Query with XML Publisher
































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2 for 1PeopleSoft Connected Query

and XML Publisher/BI Publisher

Session Number: 14023

Michael Stutz(360) 757-2251

[email protected]

Documents

2 for 1 PeopleSoft Connected Query and XML Publisher/BI Publisher